TUVE INVESTMENT MANAGEMENT, INC.
Waterloo, IA
AUM
$147.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
319-235-0075
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IA
134 advisers found
PLAN2THRIVE FINANCIAL
Eldridge, IA
AUM
$147.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
563-323-5790
THE LIFE GROUP FINANCIAL SERVICES
Dubuque, IA
AUM
$146.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
563-587-7840
AUM
$144.6M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
402-970-9300
VAN DIEST CAPITAL
Polk City, IA
AUM
$144.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
515-620-2085
LANE FAMILY WEALTH MANAGEMENT
North Liberty, IA
AUM
$142.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
319-535-4525
KEYSTONE WEALTH MANAGEMENT
Waterloo, IA
AUM
$137.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(319) 883-3096
ACADIA LEGACY GROUP
Clive, IA
AUM
$133.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
515-212-2112
AUM
$128.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
319-229-7439
BSC CAPITAL PARTNERS, LLC
West Des Moines, IA
AUM
$125.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
515-225-1185
IOWA WEALTH MANAGEMENT, LLC
West Des Moines, IA
AUM
$123.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
515-225-1924
STONEFIELD INVESTMENT ADVISORY, INC.
Cedar Rapids, IA
AUM
$120.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
319-377-7811
VISIONX WEALTH PARTNERS
Fort Dodge, IA
AUM
$110.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
515-570-4032
RUSSELL WEALTH ADVISORS
Boone, IA
AUM
$105.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
515-432-7000
ALTITUDE CAPITAL MANAGEMENT LLC
Des Moines, IA
AUM
$103.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-207-3310
TRYON INVESTMENTS, LLC
North Liberty, IA
AUM
$103.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
319-665-5050
CUSTOM WEALTH PLANNERS
Ankeny, IA
AUM
$102.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
515-480-2257
INNOVATIVE WEALTH MANAGEMENT, LLC
Jesup, IA
AUM
$99.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
319-449-6900
COMPASS LIGHTHOUSE CAPITAL, LLC
Orange City, IA
AUM
$91.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
712-395-8705
GRIT FAMILY OFFICE, LLC
Cedar Rapids, IA
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(319) 551-7889
LONGENECKER FINANCIAL SERVICES
Des Moines, IA
AUM
$82.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
515-309-4431
PROSPECTIVE VALUE PARTNERS LLC
Des Moines, IA
AUM
$76.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
515-875-4928
VITAL CAPITAL LLC
Clinton, IA
AUM
$71.2M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
563-243-2300
ACTIS WEALTH MANAGEMENT
Waukee, IA
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
515-440-1334